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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
APW
151
Austin Private Wealth
Texas
$5.49M 53,370 +1,793 +3%
BFG
152
Baron Financial Group
New Jersey
$5.46M 53,095 -3,575 -6%
SFM
153
Signet Financial Management
New Jersey
$5.44M 52,914 +996 +2%
BCM
154
Brookstone Capital Management
Illinois
$5.43M 52,830 +3,966 +8%
CAG
155
Crestwood Advisors Group
Massachusetts
$5.41M 52,630 -3,938 -7%
EWA
156
EP Wealth Advisors
California
$5.31M 51,639 +50,660 +5,175%
EWM
157
Empirical Wealth Management
Washington
$5.26M 51,164 -925 -2%
DPI
158
Diversified Portfolios Inc
Michigan
$5.24M 50,915 +6,371 +14%
SGCA
159
Steel Grove Capital Advisors
Tennessee
$5.22M 50,784 -88,281 -63%
IWP
160
Icon Wealth Partners
Texas
$5.21M 50,688 +98 +0.2%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$5.21M 50,633 +6,996 +16%
AWS
162
Atria Wealth Solutions
New York
$5.18M 50,398 -1,004 -2%
ONB
163
Old National Bancorp
Indiana
$5.1M 49,567 +46,729 +1,647%
William Blair & Company
164
William Blair & Company
Illinois
$5.08M 49,433 +2,765 +6%
SIA
165
Soltis Investment Advisors
Utah
$5.07M 49,315 -138 -0.3%
ERIC
166
Eagle Rock Investment Company
Georgia
$5.03M 48,863 -7,376 -13%
SIM
167
Studio Investment Management
Illinois
$5.01M 48,733 -12,447 -20%
BFA
168
Bragg Financial Advisors
North Carolina
$4.98M 48,436 +17,382 +56%
WF
169
Williams Financial
Vermont
$4.94M 48,074 +1,215 +3%
IWM
170
Integris Wealth Management
California
$4.94M 48,040 -445 -0.9%
FTS
171
Fifth Third Securities
Ohio
$4.92M 47,858 -1,460 -3%
LA
172
LVW Advisors
New York
$4.91M 47,735 +9,298 +24%
MFA
173
Mayflower Financial Advisors
Massachusetts
$4.82M 46,893 +1,151 +3%
SHWM
174
Smith & Howard Wealth Management
Georgia
$4.78M 46,478 -15,693 -25%
PO
175
Private Ocean
California
$4.76M 46,323 -5,144 -10%